Filed February 5, 2024 (most recent of 3 filings on file)
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,143 | $75,388+55.4% | $123,544-5.2% | $55,725+110.2% |
| Participation rate | 98.4% | 75.7%+22.7pp | 82.3%+16.1pp | 70.9%+27.5pp |
| Annual return | -2.73% | 4.48%-7.2pp | 119.20%-121.9pp | 244.93%-247.7pp |
| Employer contribution / active EE | $10,267 | $3,063+235.2% | $4,628+121.9% | $2,078+394.0% |
| Participant deferral / active EE | $6,431 | $5,651+13.8% | $6,426+0.1% | $3,356+91.6% |
| Admin fee / account holder | $10 | $120-92.0% | $9,284-99.9% | $115-91.7% |